Commonwealth Equity Services’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Commonwealth Equity Services’s Portfolio AVSF Stock Details AVSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09M	Buy	66,437 +4,208	+7%	+$196K	﹤0.01%	1756
2026 Q1	$2.91M	Buy	62,229 +1,445	+2%	+$68K	﹤0.01%	1715
2025 Q4	$2.86M	Buy	60,784 +6,790	+13%	+$320K	﹤0.01%	1713
2025 Q3	$2.55M	Sell	53,994 -11,197	-17%	-$527K	﹤0.01%	1821
2025 Q2	$3.07M	Buy	65,191 +3,850	+6%	+$180K	﹤0.01%	1679
2025 Q1	$2.87M	Buy	61,341 +8,843	+17%	+$410K	﹤0.01%	1658
2024 Q4	$2.42M	Buy	52,498 +8,973	+21%	+$417K	﹤0.01%	1737
2024 Q3	$2.05M	Buy	43,525 +5,310	+14%	+$248K	﹤0.01%	1797
2024 Q2	$1.76M	Buy	38,215 +3,385	+10%	+$156K	﹤0.01%	1871
2024 Q1	$1.61M	Buy	34,830 +1,724	+5%	+$79.8K	﹤0.01%	1917
2023 Q4	$1.54M	Buy	33,106 +2,350	+8%	+$107K	﹤0.01%	1869
2023 Q3	$1.4M	Buy	30,756 +16,880	+122%	+$771K	﹤0.01%	1845
2023 Q2	$636K	Buy	+13,876	New	+$640K	﹤0.01%	2422

Other funds holding AVSF

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services's AVSF Position: Q2 2026 in Review

Commonwealth Equity Services increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 6.8% in Q2 2026, buying an estimated $196K and bringing the position to 66,437 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Commonwealth Equity Services first reported a position in AVSF in Q2 2023 and has held it in 13 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

Commonwealth Equity Services held 66,437 shares of Avantis Short-Term Fixed Income ETF worth $3.09M as of Q2 2026.
Commonwealth Equity Services bought 4,208 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $196K.
Avantis Short-Term Fixed Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1756 holding.
Commonwealth Equity Services first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.